Services

Strategy Our strategic services help our clients grow the value of their shareholding through corporate development and strategic advisory activities.We help our clients to identify and consider the possibilities for their organisations, assess and manage the risk of different strategies, and ultimately select the strategic direction that will generate the greatest shareholder value potential.

Our services include:

  • Vision setting
  • Shareholder value maximisation strategy
  • Value creation assessment and business model development
  • Market analysis and segmentation
  • Inbound and outbound M&A assessment
  • Capital and value analysis
  • Improvement opportunity identification and prioritisation
  • Governance and Management mentoring and coaching

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Corporate Advice We offer relationship driven corporate advisory services backed by years of transaction experience. We draw on and work closely with our network of licensed partners, together with our own IP and experience to offer clients the following services

  • advise corporate clients on a transaction
  • provide or raise financing to support the transaction – either on its own balance sheet or by sourcing external capital
  • help raise private equity
  • trade in the shares of both the bidder and the target
  • offer equity research on both the bidder and the target
  • make a market in the shares (private or public) of the bidder or the target

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Mergers and Acquisitions We specialise in small and mid cap in-country and international buy and sell-side M&A mandates.Our buy-side services focus on helping clients find, attract and engage with potential M&A targets. Our extensive network enables us to find M&A targets to fit our clients’ specific criteria. We then confidentially screen and contact potential targets before attracting them to our clients’ strategy.

Our Sell-side services focus on finding and engaging with exactly the right buyer for our clients’ firms. In this process we consider both the commercial aspects of the deal but also where is the right “new home” for our clients’ principals and staff.

We offer strategic and commercial advice on all transactions, including: mergers and acquisitions; divestments and disposals; corporate restructures; and private and angel equity fundraisings.

For international companies targeting Australian investments, we offer our clients global reach for cross border activity with a strong track record of successfully completing international mergers and acquisitions.

Our services include:

  • Industry landscape analysis
  • M&A target identification
  • Buyer identification
  • M&A introduction facilitation
  • Deal structuring and negotiation
  • Business and client due diligence
  • Transaction team leadership and management
  • Information Memorandum preparation and investor introductions
  • Merger integration and change management

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Capital Our clients often require access to additional capital to fast track organic growth, make acquisitions or exit shareholders.Our capital raising and investor introduction services include:

  • Start-up capital
  • Growth and M&A capital raising
  • Access to private equity funds
  • Strategic investor identification

Having built global connections, we also work in association with partner firms with the potential to offer:

  • Initial public offerings in both Australia and the United Kingdom
  • Primary and secondary market fundraisings
  • Debt restructuring
  • Mezzanine financing
  • Debt and equity leveraging
  • Corporate broking, and
  • Valuation and fairness opinions.

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Liquidity Central to many of our clients’ aspirations is the desire to crytalise the value built-up in their business investmentWe help our clients identify, negotiate and complete liquidity or exit events.We do this in this in four key ways.

Firstly, we assist equity owners to work through the many people and stakeholder issues associated with their growth and structure to prepare for an exit event.

Secondly, we work with the management of our clients to identify and address the key business improvement opportunities that will add the greatest shareholder value to the firm in the quickest time.

Next we help clients source capital that professional services firms often require to grow or provide liquidity for their founders. This liquidity event is often a first step prior to the final sale of the business.

Finally, we identify potential buyers of the firm for our clients, negotiate potential sales terms and help our clients close the deal and transition the business to a new ownership structure.

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Leadership and Change Our leadership and change services are designed to assist professional services firms in transition.Our services include:

  • Culture assessment
  • Remuneration structure reviews
  • Partner compensation
  • Partner coaching and mentoring
  • Readiness for change assessment
  • Change management planning
  • Governance and management reviews and implementations
  • Integration and post merger management

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